Agentforce Operations Tour

Home Page (1)

The Home page is your Command Center in Agentforce Operations. The main area shows a list of all workflows that you have access to, giving you an immediate snapshot of recent activity and running processes. By default, Agentforce Operations sorts workflows by latest activity.

The Home page uses color-coded statuses (red, yellow, and green) and completion percentages so you can quickly see progress across your workflows.

Workflow List View Settings (2)

There are several settings available on the Home page to customize your view.

All workflows dropdown list

Select what saved view to show on the Home page.

Pagination

Navigate through pages of results (for example, 1–16 of 16).

Columns

Select which columns appear in the workflow list view.

Filters

Apply filters by fields, such as workflow status, owner, blueprint, dates, and tags. A badge shows how many filters are active.

Sort

Change the order of the workflow list.

Export

Export workflow and detailed task data.

Settings

Customize what’s shown in the workflow status overview.

Workflow Status Overview (3)

Get a quick overview of the workflow data that’s most important to you. For example, easily get the number of workflows with problems, workflows with overdue stages, and on-track workflows. Customize what’s shown in the workflow list settings.

Navigation Sidebar (4)

The navigation sidebar includes: Create, Search, Notifications, Home, Tasks, Starred, Documents, People & Teams, Blueprints, Fields, Tags, and Admin.

Create

Create a blueprint or a workflow.

Search

Find items across the workspace that contain your keyword. Search results are grouped by item type. For example, Blueprints, Workflows, and Users.

You can filter results by selecting the type from the Type dropdown. To open the item, click the search result for the item.

Notifications

Shows your alerts and updates.

Home

Lists the workflows that you can access.

Tasks

Shows tasks that others assigned to you, tasks you assigned, or tasks that include you on the CC list.

Starred

Provides quick access to your favorite or most used blueprints, workflows, and tasks. Click the star on the item to add it to the starred list.

Documents

Shows uploaded files and where they're used.

People & Teams

Lists the workspace's users and teams. You can add users and teams from this page.

Blueprints

Shows your draft and published blueprints. You can create a blueprint from this page.

Fields

Lists the fields in your workspace that collect information in workflows. Manage existing fields or create fields from this page.

Tags

Shows the tags in your workspace. Use tags to organize and categorize blueprints and workflows. Manage existing tags or create tags from this page.

Admin

Provides access to all administrative settings and tools in one place. The admin page includes tabs for People, Roles, Teams, Integrations, Data Sources, AI Agents, and Settings.